Rebates and/or incentives are essentially a reward to the practice for using a specific product or meeting a specific sales goal of a product and are not tied to a specific transaction or patient within RevolutionEHR. Thus, we recommend processing these types of situations outside of our system.
If you choose to use RevolutionEHR to process these monies, instructions are below. We recommend consulting with an accounting professional to decide if processing within RevolutionEHR is best practice.
- Access Patients.
- Click the + icon.
- Input fictitious patient information.
- Click 'Add.'
- Access Account.
- Click + icon, select Patient Invoice.
- In the Select Encounter modal, click 'Skip.'
- Click the ellipsis and select Add Adhoc.
- In the Add Adhoc item modal, complete the required fields.
- Click 'Save.'
- Click 'Authorized.'
- Click 'Receive Payment.'
- In the Receive Payment(s) modal, complete the required fields.
- Click 'Apply Payments.'